VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 16 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $910,966 | -0.5% | 4,677 | +5.2% | 0.08% | -1.3% |
| Q2 2023 | $915,091 | -1.8% | 4,447 | -7.0% | 0.08% | -10.3% |
| Q1 2023 | $931,824 | +6.5% | 4,781 | -1.8% | 0.09% | -2.2% |
| Q4 2022 | $875,325 | -47.4% | 4,869 | -50.0% | 0.09% | -6.3% |
| Q3 2022 | $1,664,000 | -1.4% | 9,734 | +1.4% | 0.10% | -2.1% |
| Q2 2022 | $1,688,000 | -20.7% | 9,595 | +0.4% | 0.10% | -5.8% |
| Q1 2022 | $2,129,000 | +84.3% | 9,555 | +110.3% | 0.10% | -9.6% |
| Q4 2021 | $1,155,000 | -2.8% | 4,543 | -9.4% | 0.11% | -6.6% |
| Q2 2021 | $1,188,000 | +6.9% | 5,015 | -3.1% | 0.12% | -18.1% |
| Q1 2021 | $1,111,000 | +14.1% | 5,176 | +12.7% | 0.15% | +4.2% |
| Q4 2020 | $974,000 | +17.5% | 4,591 | -0.2% | 0.14% | +5.9% |
| Q3 2020 | $829,000 | +7.8% | 4,600 | -1.3% | 0.14% | -2.9% |
| Q2 2020 | $769,000 | +27.7% | 4,661 | -2.2% | 0.14% | +0.7% |
| Q1 2020 | $602,000 | -22.9% | 4,765 | -3.2% | 0.14% | +16.9% |
| Q4 2019 | $781,000 | +20.0% | 4,921 | +11.3% | 0.12% | -12.6% |
| Q3 2019 | $651,000 | -2.5% | 4,423 | -1.4% | 0.14% | +53.4% |
| Q2 2019 | $668,000 | +7.9% | 4,487 | +3.2% | 0.09% | -36.2% |
| Q1 2019 | $619,000 | +29.2% | 4,347 | +8.6% | 0.14% | +7.0% |
| Q4 2018 | $479,000 | – | 4,002 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 454,168 | $77,454,000 | 9.25% |
| Truepoint, Inc. | 982,669 | $167,584,000 | 8.58% |
| BHK Investment Advisors, LLC | 98,076 | $16,726,000 | 8.40% |
| Trust Co | 217,233 | $37,046,000 | 8.10% |
| Axiom Advisory, LLC | 33,194 | $5,665,000 | 6.73% |
| Praetorian Wealth Management, Inc. | 96,676 | $16,487,000 | 6.18% |
| Operose Advisors LLC | 55,133 | $9,402,000 | 6.17% |
| Hapanowicz & Associates Financial Services, Inc | 31,022 | $5,290,000 | 4.89% |
| Waverly Advisors, LLC | 405,892 | $69,221,000 | 4.87% |
| Bryn Mawr Capital Management, LLC | 78,435 | $13,376,000 | 4.74% |